Leo Wealth, LLC: PM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Leo Wealth, LLC on PM, newest first. How the timeline and the estimate are built.
Leo Wealth, LLC held 6,062 PM shares at 2026-03-31 per its 13F-HR filed 2026-05-05.
the latest 13F is the newest step
- period ended2026-03-3113F 6,062 sharesChange vs previous 13F +110 shares
0.07% of the 13F portfolio, value $1,002,333.
13F-HR 0001754960-26-000352 filed by Leo Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 5,952 sharesChange vs previous 13F +1,945 shares
0.07% of the 13F portfolio, value $954,624.
13F-HR 0001754960-26-000097 filed by Leo Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 4,007 sharesChange vs previous 13F -1,928 shares
0.08% of the 13F portfolio, value $649,917.
13F-HR 0001754960-25-000792 filed by Leo Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 5,935 sharesChange vs previous 13F +2,271 shares
0.08% of the 13F portfolio, value $1,080,896.
13F-HR 0001754960-25-000476 filed by Leo Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 3,664 sharesChange vs previous 13F -1,619 shares
0.08% of the 13F portfolio, value $581,633.
13F-HR 0001754960-25-000272 filed by Leo Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 5,283 sharesChange vs previous 13F -184 shares
0.06% of the 13F portfolio, value $635,858.
13F-HR 0001754960-25-000075 filed by Leo Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 5,467 sharesChange vs previous 13F +6 shares
0.06% of the 13F portfolio, value $663,704.
13F-HR 0001754960-24-000519 filed by Leo Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-06-3013F 5,461 sharesChange vs previous 13F not available
0.06% of the 13F portfolio, value $553,209.
13F-HR 0001754960-24-000273 filed by Leo Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).